Writing a protection plan under trust with us is easy.
We can help you select the right trust for your client. And for our Business and Relevant Life Plan trusts you can now complete an online trust form without the need for an electronic or wet signature from your client or nominated trustees.
For our online trust options, the process is straight forward. We capture the trust information as part of your new business online application. This simplified process will save you time and once you've submitted the application, we'll send confirmation to the plan owner and nominated trustees. Find out more about our signature free Relevant Life Plan trust and Business trust.
As always, our paper trust forms remain available for your personal protection applications.
Writing a protection plan under trust can help make sure the money from a client’s plan ends up in the right hands at the right time, quickly and tax efficiently.
Log in and explore the online trusts service (opens in a new window).
If you're looking for an alternative to a trust for your client's personal protection, then explore our beneficiary nomination option.
Why use a trust?
Our quick guide that explains the uses and benefits of putting a protection plan in trust.
Find the right trust
Need some help choosing the right trust for your client?